Apellis Pharmaceuticals, Inc.
APLSDelisted- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001492422
Apellis Pharmaceuticals, Inc. was delisted in 2026; its insiders filed their last Form 4 on May 14, 2026; 324 institutions reported holding it in 13F filings for Q1 2026, worth $5.56B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Apellis Pharmaceuticals, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 302
- +20 vs. Q4 2023
- Shares held
- 113.1M
- −619.3K (−0.5%) vs. Q4 2023
- Total value
- $6.65B
- −$166.2M (−2.4%) vs. Q4 2023
- New holders
- 66
- 105 more added
- Sold out
- 46
- 91 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting APLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $10.2K |
| Q1 2026 | 324 | $5.56B |
| Q4 2025 | 280 | $3.17B |
| Q3 2025 | 273 | $2.77B |
| Q2 2025 | 247 | $2.29B |
| Q1 2025 | 255 | $2.80B |
| Q4 2024 | 260 | $4.05B |
| Q3 2024 | 265 | $3.52B |
| Q2 2024 | 263 | $4.56B |
| Q1 2024 | 302 | $6.97B |
| Q4 2023 | 284 | $7.16B |
| Q3 2023 | 256 | $4.34B |
| Q2 2023 | 317 | $9.81B |
| Q1 2023 | 282 | $7.49B |
| Q4 2022 | 244 | $5.26B |
| Q3 2022 | 250 | $6.67B |
| Q2 2022 | 212 | $4.15B |
| Q1 2022 | 212 | $4.62B |
| Q4 2021 | 187 | $3.91B |
| Q3 2021 | 181 | $2.29B |
| Q2 2021 | 205 | $4.13B |
| Q1 2021 | 175 | $2.80B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Apellis Pharmaceuticals, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 15,058,071 | $885.1M | 0.16% | −1,387,219−8.4% | Reduced |
| EcoR1 Capital, LLC | 11,357,425 | $667.6M | 16.95% | +184,357+1.7% | Added |
| Avoro Capital Advisors LLC | 11,111,111 | $653.1M | 7.62% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,505,866 | $558.8M | 0.01% | −49,812−0.5% | Reduced |
| BlackRock Inc. | 5,494,591 | $323.0M | 0.01% | +113,338+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 4,605,721 | $270.7M | 0.17% | −1,697,863−26.9% | Reduced |
| Jennison Associates LLC | 3,240,513 | $190.5M | 0.13% | −35,409−1.1% | Reduced |
| State Street Corp | 2,909,528 | $171.0M | 0.01% | −5,894−0.2% | Reduced |
| Octagon Capital Advisors LP | 2,806,980 | $165.0M | 20.06% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 2,459,246 | $144.6M | 0.02% | −1,0930.0% | Reduced |
| JPMorgan Chase & Co | 2,214,309 | $130.2M | 0.01% | −359,824−14.0% | Reduced |
| FMR LLC | 2,178,742 | $128.1M | 0.01% | +86,278+4.1% | Added |
| Assenagon Asset Management S.A. | 2,023,614 | $118.9M | 0.32% | −121,390−5.7% | Reduced |
| Boxer Capital, LLC | 1,726,000 | $101.5M | 5.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,689,890 | $99.4M | 0.01% | +59,248+3.6% | Added |
| Morgan Stanley | 1,637,618 | $96.3M | 0.01% | −1,459,523−47.1% | Reduced |
| Deutsche Bank AG | 1,611,773 | $94.7M | 0.04% | +754,774+88.1% | Added |
| Artal Group S.A. | 1,315,282 | $77.3M | 1.99% | −106,064−7.5% | Reduced |
| OrbiMed Advisors LLC | 1,297,800 | $76.3M | 1.40% | +375,600+40.7% | Added |
| Citadel Advisors LLC | 1,186,082 | $69.7M | 0.07% | +900,965+316.0% | Added |
| Pictet Asset Management Holding SA | 1,073,234 | $63.0M | 0.07% | −271,329−20.2% | Reduced |
| Polar Capital Holdings Plc | 1,054,440 | $62.0M | 0.33% | +1,000+0.1% | Added |
| Norges Bank | 1,007,920 | $59.2M | 0.01% | +61,707+6.5% | Added |
| Deep Track Capital, LP | 1,000,000 | $58.8M | 1.69% | +1,000,000 | New |
| Fiera Capital Corp | 948,437 | $55.7M | 0.16% | +29,347+3.2% | Added |
| Charles Schwab Investment Management Inc | 924,562 | $54.3M | 0.01% | +20,153+2.2% | Added |
| Frazier Life Sciences Management, L.P. | 885,165 | $52.0M | 2.20% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 845,533 | $50.5M | 0.26% | +399,533+89.6% | Added |
| Logos Global Management LP | 800,000 | $47.0M | 4.95% | −150,000−15.8% | Reduced |
| Millennium Management LLC | 785,396 | $46.2M | 0.04% | +772,869+6,169.6% | Added |
| Invesco Ltd. | 762,115 | $44.8M | 0.01% | +243,278+46.9% | Added |
| Bank of America Corp | 723,444 | $42.5M | 0.00% | +289,107+66.6% | Added |
| Candriam Luxembourg S.C.A. | 584,925 | $34.4M | 0.22% | +247,418+73.3% | Added |
| Iron Triangle Partners LP | 550,000 | $32.3M | 3.35% | +550,000 | New |
| Ameriprise Financial Inc | 531,362 | $31.2M | 0.01% | −34,218−6.1% | Reduced |
| Driehaus Capital Management LLC | 503,039 | $29.6M | 0.29% | +21,538+4.5% | Added |
| Voya Investment Management LLC | 494,692 | $29.1M | 0.03% | +238,159+92.8% | Added |
| Victory Capital Management Inc | 491,897 | $28.9M | 0.03% | −124,375−20.2% | Reduced |
| Bellevue Group AG | 473,915 | $27.9M | 0.42% | −347,885−42.3% | Reduced |
| TD Asset Management Inc | 459,402 | $27.0M | 0.03% | −23,920−4.9% | Reduced |
| Northern Trust Corp | 440,456 | $25.9M | 0.00% | −8,270−1.8% | Reduced |
| First Trust Advisors LP | 406,483 | $23.9M | 0.02% | +312,515+332.6% | Added |
| Cormorant Asset Management, LP | 400,000 | $23.5M | 1.04% | −225,000−36.0% | Reduced |
| New York State Common Retirement Fund | 325,926 | $19.2M | 0.03% | −14,581−4.3% | Reduced |
| Bank of New York Mellon Corp | 322,922 | $19.0M | 0.00% | −49,333−13.3% | Reduced |
| Goldman Sachs Group Inc | 319,476 | $18.8M | 0.00% | +8,893+2.9% | Added |
| Altitude Crest Partners Inc. | 287,277 | $16.9M | 7.23% | +135,077+88.7% | Added |
| Nuveen Asset Management, LLC | 270,576 | $15.9M | 0.00% | +560.0% | Added |
| Point72 Asset Management, L.P. | 267,823 | $15.7M | 0.05% | +267,823 | New |
| Citigroup Inc | 261,708 | $15.4M | 0.02% | +175,167+202.4% | Added |
| Ensign Peak Advisors, Inc | 260,274 | $15.3M | 0.03% | +14,708+6.0% | Added |
| Prudential Financial Inc | 245,560 | $14.4M | 0.02% | −81,000−24.8% | Reduced |
| Susquehanna International Group, LLP | 244,261 | $14.4M | 0.02% | −138,571−36.2% | Reduced |
| Fiduciary Trust Co | 240,986 | $14.2M | 0.22% | −1,621−0.7% | Reduced |
| Balyasny Asset Management LLC | 232,243 | $13.7M | 0.04% | +232,243 | New |
| Franklin Resources Inc | 226,649 | $13.3M | 0.00% | −3,141−1.4% | Reduced |
| Vestal Point Capital, LP | 225,000 | $13.2M | 1.09% | +225,000 | New |
| Macquarie Group Ltd | 221,654 | $13.0M | 0.01% | −361,775−62.0% | Reduced |
| 683 Capital Management, LLC | 215,000 | $12.6M | 1.29% | +85,000+65.4% | Added |
| Eventide Asset Management, LLC | 209,794 | $12.3M | 0.19% | 00.0% | Unchanged |
| Amundi | 248,483 | $11.8M | 0.01% | +7,112+2.9% | Added |
| Standard Life Aberdeen plc | 189,813 | $11.2M | 0.02% | +20,762+12.3% | Added |
| Woodline Partners LP | 186,998 | $11.0M | 0.10% | +774+0.4% | Added |
| Rhenman & Partners Asset Management AB | 178,395 | $10.5M | 0.99% | +77,995+77.7% | Added |
| Marshall Wace, LLP | 171,873 | $10.1M | 0.02% | −59,003−25.6% | Reduced |
| Affinity Asset Advisors, LLC | 165,000 | $9.70M | 1.58% | +90,000+120.0% | Added |
| Redmile Group, LLC | 155,000 | $9.11M | 0.33% | +155,000 | New |
| Integral Health Asset Management, LLC | 150,000 | $8.82M | 0.87% | +150,000 | New |
| Rafferty Asset Management, LLC | 148,801 | $8.75M | 0.03% | +5,683+4.0% | Added |
| California Public Employees Retirement System | 145,833 | $8.57M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 145,035 | $8.53M | 0.00% | +12,468+9.4% | Added |
| Swiss National Bank | 140,300 | $8.25M | 0.01% | −22,100−13.6% | Reduced |
| Senator Investment Group LP | 140,000 | $8.23M | 0.37% | +140,000 | New |
| UBS Asset Management Americas Inc | 139,325 | $8.19M | 0.00% | −2,443−1.7% | Reduced |
| Bank of Montreal | 132,937 | $7.83M | 0.00% | −336,947−71.7% | Reduced |
| Ghost Tree Capital, LLC | 130,000 | $7.64M | 2.46% | +130,000 | New |
| Jane Street Group, LLC | 129,009 | $7.58M | 0.01% | −305,692−70.3% | Reduced |
| Manufacturers Life Insurance Company, The | 123,330 | $7.25M | 0.01% | +17,328+16.3% | Added |
| Rhumbline Advisers | 120,921 | $7.11M | 0.01% | −12,665−9.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 115,453 | $6.79M | 0.01% | +56,178+94.8% | Added |
| UBS Group AG | 111,292 | $6.54M | 0.00% | +16,258+17.1% | Added |
| Walleye Capital LLC | 110,799 | $6.51M | 0.07% | −36,875−25.0% | Reduced |
| Royal Bank of Canada | 101,334 | $5.96M | 0.00% | −16,276−13.8% | Reduced |
| HSBC Holdings PLC | 98,550 | $5.79M | 0.00% | +98,550 | New |
| Envestnet Asset Management Inc | 94,605 | $5.56M | 0.00% | +8,177+9.5% | Added |
| Peregrine Capital Management LLC | 92,660 | $5.45M | 0.16% | +92,660 | New |
| Lisanti Capital Growth, LLC | 89,210 | $5.24M | 1.28% | +42,905+92.7% | Added |
| Legal & General Group Plc | 85,844 | $5.05M | 0.00% | +2,373+2.8% | Added |
| Principal Financial Group Inc | 84,604 | $4.97M | 0.00% | +60,741+254.5% | Added |
| PFM Health Sciences, LP | 82,952 | $4.88M | 0.24% | +82,952 | New |
| Credit Suisse AG | 80,642 | $4.74M | 0.00% | −4,929−5.8% | Reduced |
| Bleakley Financial Group, LLC | 78,253 | $4.60M | 0.13% | +70.0% | Added |
| Simplicity Wealth,LLC | 78,247 | $4.60M | 0.11% | +78,247 | New |
| Frontier Capital Management Co LLC | 78,048 | $4.59M | 0.04% | +78,048 | New |
| California State Teachers Retirement System | 74,370 | $4.37M | 0.01% | −15,821−17.5% | Reduced |
| Saturn V Capital Management LLC | 71,463 | $4.20M | 1.68% | −71,464−50.0% | Reduced |
| HRT Financial LP | 68,575 | $4.03M | 0.02% | −7,337−9.7% | Reduced |
| Dimensional Fund Advisors LP | 68,144 | $4.01M | 0.00% | +32,577+91.6% | Added |
| Nisa Investment Advisors, LLC | 67,350 | $3.96M | 0.03% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 66,597 | $3.91M | 0.14% | +24,356+57.7% | Added |